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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,328 | $202,342+63.7% | $172,752+91.8% | $152,897+116.7% |
| Participation rate | 17.6% | 87.1%-69.4pp | 82.6%-65.0pp | 82.5%-64.8pp |
| Annual return | 22.29% | 1029.83%-1007.5pp | 802.97%-780.7pp | 345.43%-323.1pp |
| Employer contribution / active EE | $4,059 | $5,858-30.7% | $5,144-21.1% | $4,764-14.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |